Does anyone know if Microsoft plans to include tax lots in the future?
Any respectable investment program should include tax lots as part of
the standard features.
This is a good suggestion. Please be sure to post this request to MSWish
for consideration in a future release. Thanks!
Kim Smith, MS-MVP
Microsoft Home Products
** Microsoft Knowledge Base:
** Microsoft Money Home Pages:
Quote:> Does anyone know if Microsoft plans to include tax lots in the future?
> Any respectable investment program should include tax lots as part of
> the standard features.
> Regards, Jim
Is there a way to generate a report in MS Money 2002 (or any other later
version) that lists the cost basis vs. the current value for each individual
lot of an investment in order to identify potential capital gains or losses
Date Stock Qty Historic Current
price value price
13.11.1995 Intel 20 8,47 169,40 29,18 583,60
17.01.1996 Intel 20 6,27 125,40 29,18 583,60
22.08.1997 Intel 50 23,59 1.179,50 29,18 1.459,00
Thanks for any comments on that topic!
P.S. Any way to better insert a table in a posting? :-)